Priyanka Kothari is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has been with Merrill and Bank of America N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jingwen Sun is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Their recent work history includes roles at Bank of America, Merrill, New York Life, and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals and institutions.

The Phong Truong is a financial advisor at Merrill with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Merrill, he worked at Bank of America, N.A. for five years and was engaged in homemaking for two years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.